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Good volume today.
30 cents saw some large buys.
More news coming?
Best of luck. This one's been tough.
The latest filing discusses the split but does not say what the ratio will be. I think that means it is yet to be determined.
https://www.sec.gov/Archives/edgar/data/1403085/000104746914007417/a2221178zs-1a.htm
Agree with you about YGYI.
A similar stock to NETE is Monitise. (MONIF)
And Visa and Mastercard have equity stakes in MONIF.
Monitise also has a partnership with IBM.
MONIF is currently trading around 69 cents.
But would like to see YGYI start to make it's move higher soon.
This is probably the most important thing I learned from Thursday's conference in New York.
The green coffee distribution business has the potential to add $60,000,000 in revenue per year, based upon the ability to process 30 million pounds of green coffee at about $2.00 a pound.
And their first harvest will pay for the 2 plantations they just acquired. Phenomenal.
And we are not even talking about the coffee roasting facility in Miami and the growth there. Or the growth coming from International direct sales next year.
Briskie told a great story yesterday.
Does anyone think this move up is just the market finally absorbing the recent news of the last month, and adjusting the price accordingly, or is it starting to value the company on future revenue and earnings one and two years out?
If the market is valuing the company on future earnings and revenue, this move may be far from over.
Thoughts?
CFO Briskie bought more shares Friday. Here are his totals.
http://www.otcmarkets.com/stock/YGYI/insider-transactions
Taglich Bros. Just put out a new report on ygyi. Learned some things.http://www.taglichbrothers.com/equityuniverse/companies/youngevity/youngevity.aspx
Looks like Moni is an ingredient in the Apple sauce.
http://www.btigresearch.com/2014/09/04/monitise-patent-that-monif-received-in-2011-fits-description-of-visas-new-token-service-at-core-of-reported-partnership-with-apple-on-mobile-payments/#ixzz3CNPgtfbF
Briskie has spent about 20-21 thousand dollars of his own money in a very short period of time. I think he is serious. This coincides with his cryptic comment on FaceBook that "the time is now." And stating he believed YGYI was "undervalued".
Briskie continues to buy. Another 19000 shares. Total accumulation over the last week and a half, 88,500 shares.
https://www.sec.gov/cgi-bin/own-disp?action=getissuer&CIK=0001569329
Still fairly conservative and do-able numbers in my opinion.
The stock was a hope and a prayer a couple of years ago.
Much better company today.
I think they are on track.
Does not mean the share price will immediately follow but at some point I think it will.
One of the fairest reports I have seen so far in as much as they were not compensated for the report.
All the numbers look real and attainable.
And if the forecasts are accurate, the stock price will be forced to follow.
It may move higher while kicking and screaming, but it will move higher.
YGYI picks up new coverage and higher price target.
SeeThruEquity Initiates Research Coverage on Youngevity International, Inc. with Target Price of $0.49
Sep 03, 2014 (ACCESSWIRE via COMTEX) -- New York, NY / ACCESSWIRE / September 3, 2014 / SeeThruEquity, a leading independent equity research and corporate access firm focused on smallcap and microcap public companies, today announced that it has initiated coverage on Youngevity International, Inc. (OTCQX: YGYI), a fast-growing, innovative, multi-dimensional company that is a global direct marketer of nutritional and lifestyle products and also a vertically-integrated producer of gourmet coffees for the commercial, retail and direct sales channels.
Ajay Tandon, CEO of SeeThruEquity commented, "Youngevity's management has grown the company both organically, and through opportunistic acquisitions and marketing agreements. The company is always looking for new and innovative products that fit with its philosophy of "emotional well-being." Youngevity has taken a bold new step with its newest venture, the state-of-the-art MK Collaborative e-tailing boutique website. With over 1000 high-quality nutritional and lifestyle products sold through a global consumer cloud of international direct selling networks, which includes over 120,000 distributors and customers, Youngevity is creating a community similar to online retail giant Amazon.com. Youngevity believes it can exploit a competitive advantage by integrating high tech e-commerce with a highly personalized touch from its network of distributors. We are initiating coverage with a target price of $0.49."
Additional investment highlights are as follows:
- Rapidly expanding global direct sales network. Youngevity offers more than 1000 high-quality nutritional and lifestyle products through a global "consumer cloud" of international direct selling networks, which includes over 120,000 distributors and customers. Initially focused on sales of health, beauty and home care products from its Youngevity(R) Essential Life Sciences division, the company has been strategically expanding into additional categories that fit under its "emotional well-being" philosophy. Youngevity's flagship Nutritional Supplements include its Healthy Start Pak™, which includes Beyond Tangy Tangerine(R) (a multivitamin/mineral/amino acid supplement), EFA Plus(TM) (an essential fatty acid supplement), and Osteo-fx Plus(TM) (a bone and joint health supplement). In 2Q14, Youngevity reported $32.7mn in net revenue, a 56.6% increase over 2Q13 and the company's eight straight quarter of profitability.
- Strategic acquisitions fuel growth, diversify product offerings. Youngevity has been very aggressive in expanding into new and complementary product lines, having completed over 10 acquisitions and/or marketing alliances since 2010. Most recently, in July 2014, Youngevity launched the state-of-the-art MK Collaborative e-tailing boutique website. Marisa Kenson, an acclaimed and talented celebrity fashion designer, designed all of the collections in MK Collaborative, hand selecting the design team, stylists, and multimedia marketers that make up MK Collaborative. In 1H14, Youngevity also acquired certain assets and assumed certain liabilities of Good Herbs, Inc., a traditional natural herbal supplements company, and Beyond Organic, LLC, a vertically integrated organic food and beverage company. These acquisitions have helped Youngevity continue to expand its broad range of product offerings and bolstered already impressive top line growth.
- CLR Roasters coffee segment also investing for expansion. Youngevity has also been putting additional resources into its coffee segment, which accounts for approximately 12% of company revenues. CLR produces a variety of company owned retail and private label brands which are sold to traditional brick and mortar, hospitality and cruise lines, among other end markets. Youngevity also offers its unique JavaFit Brand of fortified coffee through its direct sales network. In August 2014, Youngevity announced that it will purchase K-Cup manufacturing equipment in order to enter that rapidly growing segment of the coffee market. In May 2014, CLR Roasters acquired a coffee plantation and processing facility located in Matagalpa, Nicaragua.
The report is available here: YGYI Initiation Report. SeeThruEquity is an approved equity research contributor on Thomson First Call, Capital IQ, FactSet, and Zack's. The report will also be available on these platforms.
Please review important disclosures on our website at www.seethruequity.com.
A stock price comparison.
I don't know whether CVSL is justified in having a $1.12 stock price, but it has an almost identical buiness model to YGYI who is trading around 24 cents per share. A huge discrepency.
You could even maintain that YGYI should command a higher mutiple than CVSL, because CVSL does not have the traditional coffee business that YGYI does.
A few numbers for comparison sake.
The market cap for CVSL stands at 546 million compared to 93 million for YGYI.
CVSl has trailing 12 month revenue of 87 million while YGYI is at 103 million, and is tracking at about 120 million for the next 12 months.
And finally revenue per share. CVSl at 9 cents, and YGYI at 27 cents.
CVSL is either severely overpriced or YGYI is grossly undervalued,
I would say it's a combination of both.
Norwegian Cruise to buy Prestige Cruises in deal valued at $3.03 billion.
The only reason I brought this up is CLR signed a coffee deal with Norwegian last March 2013.
Might be a long shot, but CLR could potentially get some business with Prestige with this merger.
The only thing I am not sure of is if Prestige is already a CLR customer.
Considering this is a low volume stock, 69,500 shares over 5 days isn't bad accumulation. If he continues at this pace he could total close to 300,000 shares over the next couple of weeks. It bears watching. It may be opportunistic buying in that he shouldn't be criticized for selling some or all of those shares on a big run up. We'll see if any other insiders join in.
Briskie on Facebook, about a week ago, said something to the effect that the stock was undervalued and the time was now.
You can look it up to get the exact quote.
Yesterday.
Although he was continuing to buy near 70 cents; I believe he sold some into this run up to "right-size" that holding.
Thinks it may trade between 70 and 95 cents thru the rest of the year or until subscriber growth begins to happen. Paraphrasing.
Kass believes without a buyout that Moni could hit 250 to 400 pence in about 3 years.
If IBM were to buy today. About $1.60
Briskie has stated publicly that he believes the stock is "undervalued" so he seems to putting a little bit of his money where his mouth is. He certainly does not have to buy the stock with all the shares he already owns.
I think there has been a minor push lately to try to get Youngevity distributors to consider YGYI as an investment.
The problems is, many do not know the first thing about buying a stock and have never had a brokerage account before.
So there is an educational process that has to take place.
But now lets see if we get more management buying on the open market.
Before I call it a day.
I do want to apoligize to you for my sarcasm.
In the end we both want the same thing. A successful company with a much higher share price.
I think it's a company with potential but am skeptical of management.
You have your valid opinions as well.
Why does Steve Wallach need millions of stock options when he already owns 72% of the company?
I want "new" clients because it means diversification and that the plan is succeeding.
Why is that so hard to accept?
And the company can grant up to 40 million options of which they have granted about half of that already.
When a holder excercise their options, the resulting dilution reduces the value of your shares and mine.
The buyback can't keep up with the dilution so it is a waste of money.
The buyback is stupid.
As of August 8, 2014, the issuer had 391,535,768 shares of its Common Stock issued and outstanding.
So they wasted 154,000 dollars buying back stock.
Maybe you are the one with the "lie".
That is 3 million more shares than you claim!
And JBM is not a new client. They had a previous contract with them.
Not ticked at you, just management.
And don't ever accuse anyone of being a liar when you are wrong yourself.
And once again, I am back in the stock with a healthy dose of skepticism.
Ask them where are all the "new" coffee contracts are, that were supposed to be forthcoming with the sqf certification of the CLR facility?
New clients are zero so far.
Ask them also how or if the Youngevity MLM differs from the HLF business model. Probably only Wallach, Andreoli, or Briskie can answer that.
How many active distibutors do they have?
Any more investor conferences scheduled?
And why has the share count increased even after buying back stock?
In my estimation they wasted about 154,000 dollars buying back stock in the first 6 months, only to see the share count rise.
How is that great management?
Good luck getting a straight answer.
Thanks
When does the east coast distribution center come on line?
I am guessing UPS will be or is designing the layout.
I understand completey and hope you are made 100% whole.
I doubt if I will ever get back what I lost.
But with Wallach holding 72% of the outstanding shares I don't think a hostile takeover can ever happen.
I am hoping for higher prices in a reasonable amount of time to get some money back.
But I am back in with a smaller stake and a reasonable amount of skepticism as well.
Good luck to you. And I mean it.
It just seemed you are as frustrated as I was at the time.
It actually felt good becuase I had someplace else to park my money.
It was good for me, I just thought if you were as fed up as I was it might be a good thing to do.
I was wrong on that assumption. Sorry.
I sold out in January.
And Am buying back in now.
Not a contradiction. Is it?
The most recent example that I can think of from a company in the same sector is FVRG ForeverGreen Worldwide.
A stagnant non-moving share price with a 3 year low of 4 cents.
Traded as high as 2 dollars in the last year as soon as profitability was determined to be a reality.
I think YGYI can play out the same way.
But profits as well as revenues will be the key.
Thats why I am re-entering the stock and holding for a while longer.
I think they are getting closer.
If you re-read my prior posts you will know where I'M coming from.
I sold all months ago. And you probably should too.
I disagree.
I believe there are enough people who know about YGYI, but for what ever reasons they have, they are not ready to invest.
I think Youngevity is extremely close.
And for me that would be in 12-18 months.
I held for about 3 years as well, and as I mentioned earlier, I still have some significant concerns regarding regulation of the MLM side.
I sold the last of my shares earlier this year and now I am slowly re-entering the stock.
At some point it won't be ignored.
That's my opinion.
If and when the business reaches "critical mass" it won't matter who runs the PR, the IR, or anything else.
There has to be a tipping point, (profitability) where the stock is no longer ignored.
Don't get too high and don't get too low.
But if you connect dots and follow along as you obviously have been doing, this expansion on the heels of other news from CLR, predicts more contracts in the works besides the 10.4 million dollar deal announced last week.
We should see some new contracts from entirely new customers announced soon.
That is my expectation.
Expansion of Coffee Operations
CLR Roasters Expands Plant, Production Capabilities and Distribution
SAN DIEGO, Aug 25, 2014 (BUSINESS WIRE) -- Youngevity International, Inc. (OTCQX: YGYI) (www.YGYI.com), a global direct marketer of nutritional and lifestyle products and also a vertically-integrated producer of gourmet coffees for the commercial, retail and direct sales channels, announced today that its wholly owned subsidiary, CLR Roasters, LLC has reached terms on a new 10 year lease agreement to increase the size of the Company's existing production and distribution facility located in Miami, FL from 38,500 to 50,000 square feet.
This CLR Roasters ("CLR") facility expansion will triple the size of the new corporate office space to more than 4,200 square feet to house its continuing expanding sales and marketing division and includes designs for a new coffee bar and lounge area to afford an improved coffee experience.
CLR has improved warehouse workflow, made upgrades to its quality control lab, and purchased additional equipment to improve productivity, including another JB Burns commercial grade coffee grinder, a new fully automated green coffee cleaning system and humidity tester to support its growing private label business, three printers for packaging machines, two labeling machines, new packaging machine for retail bags with value applicator, electrical upgrades to support new space and equipment, and installed additional racking, elevators and storage systems.
In addition, CLR has purchased another van to expand its Direct Store Distribution ("DSD") routes for its company owned Cafe La Rica Gourmet Espresso and Josie's Java House assortment of coffee blends and flavors. Since the Florida based DSD program was launched in September of 2012, CLR's company owned brands have experienced significant store penetration in Florida.
"We expect the plant expansion and strategic investments to support CLR Roasters current and future business needs," said Ernesto Aguila, President of CLR Roasters. "We believe that the investments into our coffee roasting operation position us to compete with any coffee company in the country. We are proud of the 104% revenue growth over last year of our coffee roasting and distribution facility in Miami, Florida, which is currently SQF Level 2 Certified and the second largest coffee roaster in the state of Florida."
"This significant plant expansion reflects the growth of our vertically integrated coffee division," said Dave Briskie, Youngevity International's CFO and President of Commercial Operations. "We have invested just over $575,000 in new equipment and plant improvements at CLR Roasters. The additional capacity is necessary to support our expected growth and for the installation of our state of the art K-Cup manufacturing equipment by the first quarter of 2015."
The company disclosed that the investment in equipment is being financed out of operating cash flows and already existing, credit facilities.
Waiting For Godot.
Or an announcement the market can no longer ignore.
Godot isn't showing up, but some price moving news should, in the fullness of time.
The stock is an orphan.
Hopefully it will be adopted by some loving shareholders soon.
Despite the anemic action in the price of the stock and the overhang of shares that seems to be impenetrable, I have decided to re-open a position today.
I still have some questions but I think the company is under valued.
Picked up 31 thousand shares.
Good news and very nice. But would still like to see some deals with some new customers as well. Where are they?
I think though the problem may be with the MLM side.
It is still the majority of revenue.
If the MLM industry is re-regulated in any way, that may affect the companies' ability to increase revenue at a pace that investors in that space are used to.
Once that issue is resolved, YGYI may trade on it's own merits.
That is one thing that I think has been holding the stock back.
But let's see if the coffee side of the business can make up for any skepticism with MLM.
I think we also want to see how the international expansion is going.
That part has to begin producing meaningful results before a projected reverse split takes place in the next year or two.
My opinion only. No position.
Around 400,000 shares for sale in the 23 to 24 cent range.
Hardly any volume. So the price stays level or trickles lower.